FIRST TRUST MUNICIPAL HIGH I FMHI
$48.59
+0.2% 52w: $44.13 – $48.59
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data44.1346.3648.59
Jun 20, 2025 Jul 2, 2026
Institutional holders
180
+2 QoQ
13F value
$657.8M
+1.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FMHI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.4M | $67.3M | 0.0% | +7.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.3M | $63.6M | 0.1% | -17.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.1M | $52.8M | 0.0% | -3.1% |
| LPL Financial LLC | Bank broker | 1.1M | $52.3M | 0.0% | -5.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 798.9K | $38.0M | 0.0% | +23.7% |
| Meeder Advisory Services, Inc. | Other | 542.2K | $25.8M | 1.1% | +11.0% |
| CITIGROUP INC | Bank broker | 394.1K | $18.7M | 0.0% | -4.1% |
| Cetera Investment Advisers | Wealth advisor | 359.1K | $17.1M | 0.0% | +29.2% |
| SlateStone Wealth, LLC | Other | 345.7K | $16.4M | 1.4% | +28.4% |
| UBS Group AG | Bank broker | 332.1K | $15.8M | 0.0% | +2.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 310.4K | $14.8M | 0.0% | +1.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 269.2K | $12.8M | 0.0% | +6.5% |
| Financial Partners Group, Inc | Wealth advisor | 237.9K | $11.3M | 1.4% | +4.7% |
| Manhattan West Asset Management, LLC | Other | 228.0K | $10.8M | 2.1% | +7.4% |
| Principle Wealth Partners LLC | Other | 224.8K | $10.7M | 0.6% | -2.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 201.3K | $9.6M | 0.0% | +11.0% |
| JPMORGAN CHASE & CO | Bank broker | 189.8K | $9.0M | 0.0% | +1.5% |
| EnRich Financial Partners LLC | Wealth advisor | 179.0K | $8.5M | 2.3% | +1.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 171.2K | $8.1M | 0.0% | +56.6% |
| ASHTON THOMAS SECURITIES, LLC | Wealth advisor | 146.3K | $7.0M | 0.9% | +6.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 138.7K | $6.6M | 0.0% | +8.1% |
| ROYAL BANK OF CANADA | Bank broker | 135.5K | $6.4M | 0.0% | +1.2% |
| HighTower Advisors, LLC | Diversified mechanical | 130.2K | $6.2M | 0.0% | +0.9% |
| Vise Technologies, Inc. | Wealth advisor | 116.8K | $5.6M | 0.1% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 116.9K | $5.6M | 0.0% | +537.0% |
| Ocean Park Asset Management, LLC | Wealth advisor | 116.3K | $5.5M | 0.3% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 99.1K | $4.7M | 0.0% | -12.4% |
| Plan Group Financial, LLC | Wealth advisor | 95.7K | $4.5M | 1.1% | +15.9% |
| Cyndeo Wealth Partners, LLC | Other | 92.0K | $4.4M | 0.2% | Held |
| Private Advisor Group, LLC | Wealth advisor | 89.5K | $4.3M | 0.0% | +3.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 84.7K | $4.0M | 0.0% | +11.5% |
| CWM, LLC | Wealth advisor | 84.4K | $4.0M | 0.0% | -23.6% |
| MBL Wealth, LLC | Wealth advisor | 78.5K | $3.7M | 0.3% | +5.4% |
| Summit Financial, LLC | Wealth advisor | 78.4K | $3.7M | 0.0% | -2.4% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 78.1K | $3.7M | 0.2% | -3.6% |
| Equitable Holdings, Inc. | Wealth advisor | 74.1K | $3.6M | 0.0% | -6.0% |
| Crumly & Associates Inc. | Wealth advisor | 68.9K | $3.3M | 0.7% | -11.5% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 65.5K | $3.1M | 0.2% | +7.3% |
| Atlas Private Wealth Advisors | Wealth advisor | 61.9K | $2.9M | 0.7% | -2.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 60.3K | $2.9M | 0.0% | +3.7% |
| JANE STREET GROUP, LLC | Market maker | 58.9K | $2.8M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 56.6K | $2.7M | 0.0% | -1.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 52.7K | $2.5M | 0.0% | +129.0% |
| Avior Wealth Management, LLC | Wealth advisor | 51.7K | $2.5M | 0.1% | New |
| OPPENHEIMER & CO INC | Diversified mechanical | 51.3K | $2.4M | 0.0% | +5.6% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 50.5K | $2.4M | 0.0% | -10.7% |
| D.A. DAVIDSON & CO. | Wealth advisor | 49.6K | $2.4M | 0.0% | +5.8% |
| FIRST HORIZON CORP | Diversified mechanical | 49.5K | $2.4M | 0.1% | Held |
| DAYMARK WEALTH PARTNERS, LLC | Other | 46.5K | $2.2M | 0.1% | -8.0% |
| RFG Advisory, LLC | Wealth advisor | 42.7K | $2.0M | 0.0% | +23.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.